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WealthPLAN Partners’s Truist Financial TFC Stock Holding History

WealthPLAN Partners’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,570
Closed -$260K – 1081
2023
Q2 		$260K Sell
8,570
-2,463
-22% -$76.5K 0.04% 258
2023
Q1 		$376K Sell
11,033
-5,644
-34% -$246K 0.04% 228
2022
Q4 		$814K Buy
+16,677
New +$732K 0.06% 191
2022
Q1 		$1.2M Sell
24,920
-3,138
-11% -$194K 0.08% 157
2021
Q4 		$1.76M Buy
28,058
+272
+1% +$16.6K 0.12% 131
2021
Q3 		$1.68M Buy
27,786
+113
+0.4% +$6.31K 0.11% 130
2021
Q2 		$1.63M Buy
+27,673
New +$1.63M 0.11% 122
2017
Q2 		– Sell
-104
Closed -$4.56K – 396
2017
Q1 		$4.56K Buy
+104
New +$4.86K 0.02% 358
2016
Q3 		$22.5K Sell
587
-627
-52% -$23.4K 0.01% 462
2016
Q2 		$21.6K Buy
+1,214
New +$42.4K ﹤0.01% 1362

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's TFC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 8,570 shares — an estimated $260K sold.

WealthPLAN Partners first reported a position in TFC in Q2 2016 and held it in 10 quarters. The position peaked at $1.76M in Q4 2021. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 8,570 Truist Financial shares in Q3 2023, an estimated $260K.
  • WealthPLAN Partners first reported a position in Truist Financial in Q2 2016 and held it in 10 quarters.
  • WealthPLAN Partners's Truist Financial position peaked at $1.76M in Q4 2021.
  • 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.